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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.9B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2224 New
Page 75 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 MHO M/I HOMES INC Consumer Cyclical 6,875.0 $880K 0.00% NEW $127.95 -4.3%
1482 VHT VANGUARD WORLD FD 3,045.0 $876K 0.00% NEW $287.80 -4.5%
1483 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 39,222.0 $875K 0.00% NEW $22.32 -33.7%
1484 AB ACTIVE ETFS INC 22,353.0 $873K 0.00% NEW $39.07
1485 MTG MGIC INVT CORP WIS Financial Services 29,822.0 $871K 0.00% NEW $29.22 -10.8%
1486 BIDU BAIDU INC Communication Services 6,660.0 $870K 0.00% NEW $130.66 +3.5%
1487 NOG NORTHERN OIL & GAS INC Energy 40,302.0 $866K 0.00% NEW $21.48 +15.9%
1488 CGGR CAPITAL GROUP GROWTH ETF 19,443.0 $865K 0.00% NEW $44.47 +3.3%
1489 GRUPO CIBEST SA 13,590.0 $864K 0.00% NEW $63.61
1490 XBI SPDR SERIES TRUST 7,074.0 $863K 0.00% NEW $121.93 +8.0%
1491 TPG TPG INC Financial Services 13,510.0 $862K 0.00% NEW $63.84 -36.9%
1492 SLM SLM CORP Financial Services 31,841.0 $862K 0.00% NEW $27.06 -20.7%
1493 CPB THE CAMPBELLS COMPANY Consumer Defensive 30,906.0 $861K 0.00% NEW $27.87 -27.5%
1494 RVTY REVVITY INC Healthcare 8,892.0 $860K 0.00% NEW $96.75 -0.9%
1495 ETSY INC 15,507.0 $860K 0.00% NEW $55.44
1496 GRAL GRAIL INC Healthcare 10,025.0 $858K 0.00% NEW $85.59 -28.7%
1497 GFI GOLD FIELDS LTD Basic Materials 19,649.0 $858K 0.00% NEW $43.66 -7.1%
1498 KNF KNIFE RIVER CORP Basic Materials 12,171.0 $856K 0.00% NEW $70.35 +0.7%
1499 VOYA VOYA FINANCIAL INC Financial Services 11,429.0 $851K 0.00% NEW $74.49 +7.4%
1500 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 33,924.0 $850K 0.00% NEW $25.05 +18.0%
Page 75 of 112  ·  2,224 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.3%
Financial Services 28.5%
Consumer Cyclical 8.5%
Communication Services 7.9%
Healthcare 6.9%
Industrials 6.5%
Consumer Defensive 4.9%
Energy 3.1%
Utilities 1.6%
Basic Materials 1.5%